Exceed Investments LLC

Financial ServicesNew York, United States2-10 Employees

Exceed Investments specializes in tactical option strategies, offering advisors sophisticated tools to enhance client portfolios. Our approach delivers:

1) Targeted risk management through strategic use of option overlays
2) Enhanced yield from existing stock positions
3) Low-cost portfolio liquidity via Box Spread Lending
4) Tax optimization for improved long-term capital growth
5) Clearly defined risk/reward objectives and more predictable outcomes
6) Wealth preservation with upside participation across market cycles

We customize strategies to:
   - Generate income from existing stock holdings
   - Define exposure and hedge 
   - Rebalance concentrated holdings tax-efficiently

With over 45 years of professional options experience, Exceed empowers advisors to navigate complex markets confidently. 

Conact us at info@exceedinvestments.com to learn more.

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